Process modeling
Process Modeling in Sterling Configure, Price, Quote is the set up of business process workflow through a pipeline.
Within your business, process modeling is the tool used to configure the flow of business documents based on your business requirements. Pipelines represent the actual end-to-end process that your business goes through and is a series of transactions and statuses that guide document types. You can set up transactions consisting of events, actions and conditions, as they pertain to the pipeline you are configuring. Process modeling enables you to set up your business workflow for the various business entities.
- Pipelines
A Pipeline is a series of transactions and statuses that guide a document through its process type. A business document goes through a series of defined processes.
You can configure the flow of these processes in the Process Modeling by creating process type pipelines. A process type pipeline is a series of transactions and statuses that can be turned on or off and that guide document types through a related process. A pipeline consists of the different statuses a document goes through during fulfillment. You can also set up transactions consisting of events, actions, and conditions, as they pertain to the pipeline you are configuring. Each step is considered to be a transaction, which is provided out of the box or custom ones can be added. Transactions can be stringed together conditionally, based on met or not met criteria. For each transaction that takes place, you can configure the system to perform a specific action or service.